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// LEGAL INFORMATION
No taxation without optimization™!
© Copyright 2007 Metamorphosis Money Management, LLC (“M3”). All rights reserved. The information contained herein (other than disclosure of information relating to M3 and its affiliates) was obtained from various sources, and M3 does not guarantee its accuracy.
The graphical representations used herein are for comparative and demonstrative purposes only and are not being offered to assist any person in making his or her own decisions as to which securities to buy, sell, or when to buy or sell. Past investment performance is not a guarantee of future results. No investment decision should be made until a prospective client has consulted with professional legal, tax, financial and other advisors.
Under applicable U.S. Treasury Regulations we are required to inform you that any advice contained in this document is not intended or written to be used, and cannot be used, either (i) to avoid penalties imposed under the Internal Revenue Code, or (ii) for promoting, marketing, or recommending to another party any tax-related matter addressed herein.
1 Investors should note that income from investments, if any, may fluctuate and that price or value of securities and investments may increase or decrease. Accordingly, investors may lose some or all of the value of principal initially invested.
2 Model results will differ in relation to each individual portfolio.
3 The figures represented in this example may be higher or lower based on the client’s total management fee inclusive of all management fees, commissions, trading cost and custodian fees.
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